-55.3%
PODD vs RRX
+17.8%
-73.1%
-62.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.7% | -5.7% | -2.9% |
| 7D | -10.5% | -0.3% | -10.2% | -10.5% |
| 30D | -9.0% | -6.1% | -2.9% | -7.7% |
| 3M | -11.5% | -23.1% | +11.5% | -6.1% |
| 6M | -44.7% | -19.5% | -25.2% | -42.9% |
| YTD | -53.6% | +16.1% | -69.6% | -57.2% |
| 1Y | -61.0% | +12.9% | -73.9% | -64.0% |
| 3Y | -24.7% | +7.9% | -32.6% | -33.9% |
| All | -55.3% | +17.8% | -73.1% | -61.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded RRX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling